BidBook Software

BidBook is a cloud-based customer relationship management solution, built on Salesforce, that helps construction businesses manage bids, client relationships, projects, and revenue. The platform offers a host of features such as contract management, email marketing, forecasting, client tracking and quoting.

Multifamily New Construction Projects The CRM Evangelist team worked with us proactively to import our bid and project data, tailor our business process, reports and train the team. The team at BidBook has been very responsive. And helped us with adoption and request unique to our business.

Pros

Airo Mechanical has been experiencing growth with our specialty Multifamily New Construction Projects. And researched “software to help all incoming and outgoing bids from GC's.” We came across BidBook for Salesforce. It did everything we wanted. And room to grow.

Cons

Some customization is needed and not exactly tailored to my line of business (Mechanical Contractor). But the implementation team did a great job adjusting what we needed in a quick manner.

Reasons for Choosing BidBook

With BidBook we are operating at a better level of insight, and efficiency than ever before. We achieved our original objective. And able to continually improve our commitment to customer service excellence.

February 2019

Robert from Arcadia Roofing

Verified Reviewer

Company Size: 51-200 employees

Industry: Construction

Time Used: Less than 2 years

Review Source: Capterra

Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

February 2019

Bid Book Review

Bid Book is an efficient program. I very much enjoy the LACK of bells and whistles that distract. It does not try to be all things to all people. It is very good at what it is designed for, which is exactly what we need: Bid proposal tracking

Pros

It does exactly what we need as a subcontracting firm. We track every bid we submit and are able to sort in a variety of ways to get usable data from our history. It also keeps us from submitting bids and losing track of the status. It helps on our follow ups.

Cons

It takes some detailed programming to get our process of bidding into the system. It takes some time, but it is completely customized to our needs at that point.

November 2019

Britton from Byrne & Jones Construction

Verified Reviewer

Company Size: 51-200 employees

Industry: Construction

Review Source: Capterra

Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

November 2019

Excellent option for managing bid opportunities

Pros

ease of use, functionality, customization

Cons

nothing specifically. We decided to use an internal software solution.

November 2019

Andy from Sandoval-Patel Construction

Verified Reviewer

Company Size: 51-200 employees

Industry: Construction

Time Used: Less than 6 months

Review Source: Capterra

Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2019

Must Have for General Contractors

CRM Evangelist’s construction bid book software is a must have resource. We have been able to streamline our administrative processes and are now able to more easily manage all functions of the business from estimating to revenue management. As a construction professional that handles multiple high value jobs at one time, I highly recommend this resource to help manage and grow your business.

Pros

What I like the most about this software is the ability to keep tabs on all aspects of the business, especially financials, with one easy resource.

Cons

None, we have no complaints about this software.

February 2019

Nicholas from Cowtown Materials

Verified Reviewer

Company Size: 2-10 employees

Industry: Building Materials

Review Source: Capterra

Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2019

Bidbook review

Pros

bidbook was very easy to customize to fit my organizations needs.

Cons

There were no aspects of Bidbook that I didn't like.

January 2019

Kristina from Ray & Sons Construction

Verified Reviewer

Company Size: 51-200 employees

Industry: Construction

Time Used: Less than 6 months

Review Source: Capterra

Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

January 2019

BidBook helps us close projects and visibilty into backlog

We were able to see where we were closing bids. Good workflow and reminders. Good reporting

Pros

Workflow between office and sales. Love that it works on Salesforce. Affordable.

Cons

little bit of a learning curve before we got into full swing

February 2019

Glenn from Greentech Solutions Group

Verified Reviewer

Company Size: 11-50 employees

Industry: Facilities Services

Time Used: Less than 6 months

Review Source: Capterra

Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

February 2019

BidBook AA++

Pros

Really streamlined and made processes more efficient.

Cons

No complaints or cons as of yet. Wish we had it available before now.

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